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Rhys Williams

Financial Planning Consultant DipPFS in Swansea

A little bit about Rhys

I am a dedicated Financial Planning Consultant with a BSc in Mathematics, and Diploma in regulated Financial Planning, ensuring a strong analytical foundation for the personalised financial strategies I provide. With a deep commitment to placing my clients' needs at the core of my practice, I specialise in wealth management, retirement planning, investments, and financial protection, helping individuals and businesses achieve their financial goals with precision and care.

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Services

General Insurance

Home contents insurance, buildings insurance.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Mortgage

First time buyers, remortgages, buy-to-let.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Location

Rhys's location

Felindre
Swansea
Wales
United Kingdom

Rhys works with clients both locally and across the UK, whether that be in person or remotely, with meetings held via ‘Teams’ or ‘Zoom’.

More about me

Outside of my professional work, I lead an active lifestyle as a passionate triathlete, constantly pushing my limits and embracing challenges both in my career and personal life. As a proud Welsh speaker, I stay deeply connected to my heritage and take great pride in my cultural roots. I also channel my love for Wales into breeding Welsh ponies, combining my affinity for tradition with my dedication to excellence.

Driven by a desire to empower others, I am committed to providing comprehensive financial guidance that not only meets but exceeds expectations. Whether it’s through my professional consulting or personal passions, I am always focused on achieving the best possible outcomes.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.